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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $26,753 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Pension Consulting | $21,553 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $11,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,418 | $59,105+66.5% | $160,009-38.5% | $66,938+47.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -17.79% | -12.26%-5.5pp | 408.85%-426.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,591 | $1,983+81.1% | $4,225-15.0% | $2,545+41.1% |
| Participant deferral / active EE | $7,094 | $4,395+61.4% | $6,183+14.7% | $4,238+67.4% |
| Admin fee / account holder | $191 | $591-67.7% | $8,715-97.8% | $594-67.8% |